Interaction & visual

Formfly

API e-file business

Context

After seeing the experimentation I had led with Prospect, a product leader asked if I was interested in joining his new ‘start in’ at Intuit. He had just received investment from an internal program, enabling employees to spin-up teams to explore new business opportunities.

The concept was looking to help companies fulfill requirements for tax information reporting. The newly designed RESTful APIs would provide everything needed to create, manage, and file 1099-MISCs, all with just a few lines of code. This allowed customers to:

E-file to the IRS
Receive status messages
Send printed copies to recipients
Generate PDF copies of forms

My role, with my PM partner, was to gather customer empathy via a group of ‘concierge’ customers to ensure delivery of a best-in-class API experience, designing ‘delightful’ documentation for API ingestion, and paving the way for a new, thriving business within Intuit.

XD principle 1

XD principle 2

XD principle 3

XD principle 4

XD principle 5

PM principle 1

PM principle 2

PM principle 3

Brand system

As the sole designer, my role was to deliver rapid, iterative designs to cater for the regular releases of the destination site and API documentation—quickly responding to what we were hearing from our concierge clients.

The speed at which we were moving meant that I needed to create a brand that was simple enough to use from the outset but also scalable to allow for a consistent system to be built, providing customers with an intuitive and delightful experience.

Fixed snippet scroll interaction

Create webhook prototype

Menu

Create webhook

Rotate secret

Standalone e-file offering

System

Once we had learned what customers expected from our API, its ingestion, and the documentation surrounding it, I finalized a design system that allowed PD to deliver an intuitive and consistent experience.